|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
367,064 |
$106M |
29.45% |
0.2%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
355,144 |
$66M |
18.20% |
-0.8%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
342,221 |
$61M |
16.87% |
7.9%
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
649,654 |
$33M |
9.08% |
-22.1%
|
- |
|
GARP
|
US |
ISHARES MSCI USA QUALITY GAR |
360,725 |
$20M |
5.62% |
27.1%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
15,450 |
$8M |
2.30% |
3.1%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
20,292 |
$8M |
2.26% |
-0.2%
|
- |
|
AAPL
|
US |
APPLE INC |
29,265 |
$7M |
2.03% |
2.3%
|
- |
|
DVY
|
US |
ISHARES SELECT DIVIDEND ETF |
37,903 |
$5M |
1.38% |
3.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
10,206 |
$4M |
1.19% |
0.5%
|
- |
|
IWB
|
US |
ISHARES RUSSELL 1000 ETF |
7,047 |
$2M |
0.63% |
4.7%
|
- |
|
FI
|
US |
FISERV INC |
8,359 |
$2M |
0.48% |
-2.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,548 |
$2M |
0.46% |
1.8%
|
- |
|
TSLA
|
US |
TESLA INC |
3,883 |
$2M |
0.43% |
-57.2%
|
- |
|
ORCL
|
US |
ORACLE CORP |
7,464 |
$1M |
0.34% |
-
|
- |
|
WEC
|
US |
WEC ENERGY GROUP INC |
12,805 |
$1M |
0.33% |
0.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
1,930 |
$1M |
0.31% |
85.9%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
6,748 |
$1M |
0.31% |
1.7%
|
- |
|
XLI
|
US |
INDUSTRIAL SELECT SECT SPDR |
8,540 |
$1M |
0.31% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
2,293 |
$1M |
0.29% |
2.4%
|
- |